| BANK OF AMERICA CORP /DE/ | 19.1M | $1.8B | — | Held |
| MORGAN STANLEY | 17.2M | $1.63B | — | Held |
| BARCLAYS PLC | 4.32M | $408.7M | $21M | Cut−$262.8K |
| Davis Selected Advisers | 1.6M | $151.3M | — | Held |
| Sanctuary Advisors, LLC | 220.8K | $20.9M | $1.07M | Cut−$1.3M |
| TUDOR INVESTMENT CORP ET AL | 180.2K | $17M | — | Held |
| Swiss Life Asset Management Ltd | 144.6K | $13.7M | $701.5K | Cut−$1.07M |
| Henshaw Capital LLC | 118.5K | $11.2M | $574.7K | Added$574.7K |
| Savant Capital, LLC | 47.7K | $4.51M | $229.6K | Added$260.6K |
| Cresset Asset Management, LLC | 45.6K | $4.32M | $208.5K | Added$458.5K |
| Allworth Financial LP | 38.4K | $3.63M | — | Held |
| PKO BP BANKOWY Universal Pension Society JSC | 31K | $2.93M | $150.4K | Added$150.3K |
| Kentucky Farm Bureau Mutual Insurance Co | 30K | $2.84M | $145.5K | Cut−$751.9K |
| AIA Group Ltd | 28.9K | $2.73M | — | Held |
| J. Team Financial, Inc. | 22.8K | $2.16M | — | Held |
| HARBOUR INVESTMENT MANAGEMENT LLC | 15.4K | $1.46M | — | Held |
| IFP Advisors, Inc | 12.8K | $1.21M | — | Held |
| Aventura Private Wealth, LLC | 11.8K | $1.11M | $57.1K | Cut−$75.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.4K | $1.08M | $55.2K | Cut−$13.9K |
| Leonteq Securities AG | 10.6K | $999.8K | $51.3K | Cut−$4.96M |
| Hudson Bay Capital Management LP | 9.24K | $873.7K | — | Held |
| Essential Partners LLC | 7.77K | $734.7K | $37.7K | Added$12.3K |
| Keel Point, LLC | 7.71K | $729.2K | — | Held |
| NWAM LLC | 6.95K | $610.4K | −$43.3K | Added$17K |
| Pine Valley Investments Ltd Liability Co | 6.32K | $597.9K | $29.7K | Added$48.6K |
| GROUPAMA ASSET MANAGMENT | 5.4K | $511.1K | — | Held |
| Painted Porch Advisors LLC | 5.31K | $502.7K | — | Held |
| Severin Investments, LLC | 5.01K | $473.5K | — | New |
| Virtue Capital Management, LLC | 6.84K | $468.1K | — | Held |
| Canal Capital Management, LLC | 4.48K | $424K | — | Held |
| Parsonex Advisory Services, Inc. | 3.74K | $354.1K | $18.1K | Added$18.3K |
| BROADWATER CAPITAL MANAGEMENT LLC | 3.4K | $321.6K | $318.2K | Added$16.5K |
| Roehl & Yi Investment Advisors, LLC | 2.85K | $269.9K | — | New |
| Triumph Capital Management | 2.8K | $264.7K | $12.4K | Added$34.3K |
| Tevis Investment Management | 2.79K | $264.4K | — | Held |
| Millennium Capital Advisors, LLC | 2.76K | $261.5K | $13.4K | Added$13.4K |
| TUCKER ASSET MANAGEMENT LLC | 2.61K | $247.2K | $12.2K | Added$21.4K |
| Syverson Strege & Co | 2.3K | $217.9K | — | Held |
| Scarborough Advisors, LLC | 2.26K | $213.8K | — | Held |
| Boreal Capital Management LLC | 2.21K | $209.5K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 2.09K | $198K | — | Held |
| MRP Capital Investments, LLC | 1.35K | $121.1K | — | Held |
| Cape Investment Advisory, Inc. | 1.14K | $107.5K | — | Held |
| AXS Investments LLC | 981 | $92.8K | — | Held |
| WFA of San Diego, LLC | 955 | $90.3K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 951 | $89.9K | — | Held |
| Prestige Wealth Management Group LLC | 917 | $86.7K | $4.42K | Added$4.99K |
| Medallion Wealth Advisors, LLC | 742 | $70.2K | $1.95K | Added$2.05K |
| Nalls Sherbakoff Group, LLC | 400 | $37.8K | $1.94K | Added$1.94K |
| KBC Group NV | 304.7K | $28.8K | — | Held |
| Kilter Group LLC | 171 | $16.2K | — | Held |
| Holos Integrated Wealth LLC | 163 | $14.3K | — | Held |
| Principia Wealth Advisory, LLC | 150 | $14.2K | — | Held |
| Clark Wealth Partners | 62 | $5.8K | $240 | Added$61 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 57K | $5.39K | — | Held |
| Noble Wealth Management PBC | 12 | $1.14K | — | Held |